process-mining

2022.10

false

Process Mining

DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite Standalone

Last updated Oct 17, 2024

Creating a new process app

Introduction

In the Process Mining portal, you can easily create new process apps. When you click on the Create new app button, a wizard opens that guides you through the process of creating a new process app step-by-step. When you leave Create new app wizard at any step, the current state is saved. You can continue creating the app with the state you left the wizard before. Below is an overview of the wizard steps. Below is an overview of the wizard steps.

Scenario 1: uploading data using data files

Create new app
Select app template
Basic details - Define the app properties
Data source - Upload data

Scenario 2: uploading data using an extractor

Create new app
Select app template
Basic details - Define the app properties
Data source - Upload data using extractor

Creating a process app

Follow these steps to create a process app.

1. In the Process Mining portal, click on Create new app.

A wizard starts and the Create new app step is displayed, where you can select an app template to be used for your process app. See the illustration below.

Selecting the app template

You can choose to use an existing app template as a starting point for a new process app.

See App Templates for an overview of the available app templates.

Note: If there is an app template available for your process you are advised to use the this app template for your new app. If there is no app template available for your process, you can create a TemplateOne process app.

Note: If your data for cases and events is available in one input file, you use the TemplateOne-SingleFile. If your data for cases and events is split up into two different input files, you use the TemplateOne - MultiFile.

2. Click on the Select button on the tile representing the application template you want to use as a base for your new app.

The Basic details step is displayed with the default information from the process app type you selected.

Defining the app properties

3. Edit the name to define a unique name for the new process app in the App name field.

Note: If an app with the name you enter already exists for your tenant a message is displayed, and the Save & Next button is disabled.

4. If desired, edit the description in the Description field.

5. Click on Save & Next.

Note:

It can happen that you enter a name for an app that already exists but that you do not see in the All process apps list. In this case, it can be an app for which you do not have View permission.

See the illustration below.

The Data source step is displayed.

Selecting the data source

You can upload a dataset with .tsv files, or load data using the on-premises extractor. The data is ingested after you have created the new process app.

Upload a dataset with .tsv or .csv files

It is also possible to upload a dataset using .tsv files, or .csv files.

Note: Always make sure that the data is in the required format for the process app type that you use to create a new process app. See App Templates.

Important: Table names and field names are case-sensitive. Always make sure that the field names (column headers) in your dataset match the field names listed in the input tables and that the file names match the table names.

You can download the sample data for your process app, unzip the file and upload the .tsv file(s) using the Upload data option.

Follow these steps to upload data files.

6. Select the Upload data option button.

7. Drag and drop one or more files that contain the data for the process app, or click on to select the file files from your computer, and click on Save & Review.

See the illustration below for an example.

The Review details step is displayed.

8. Review the properties of the new process app.

9. Click on Ingest data and publish app.

See the illustration below.

Upload data using an extractor

It is possible to load data directly into the warehouse using an extractor. In this case, you need to provide the details for the SQL connection.

Important: To use the Upload data using extractor option to load data, a database user with write access must be set up in SQL Server. Depending on your organization's policies for authentication on SQL Server, either a user created using Windows Authentication or using SQL Server Authentication can be used. See Setting up a SQL Server account for data upload using an extractor

6. Select the Upload data using extractor option button.

7. Click on Save & Review.

See the illustration below.

The Review details step is displayed.

8. Review the properties of the new process app.

9. Click on Create app.

See the illustration below.

The Upload data using extractor step is displayed and provides the SQL Server connection parameters that you need to use to set up a connection to the the SQL Server database.

10. Open a text editor, for example, Notepad.

11. Copy the SQL Server database parameters from the Upload data using extractor page and paste the parameters in the Notepad file. (Click on to copy the parameter to the clipboard.) See the illustration below.

12. Click on Finish.

Below is a description of the parameters.

Parameter	Description
Server	The host name or IP of the machine running the SQL Server instance followed by the name of the port that is used for the connection.
Database	The name of the SQL Server database. (`AutomationSuite_ProcessMining_Warehouse`)
Schema	The unique database schema for the process app to ne set as the Destination schema when setting up a destination connection for data load.
Role	The database role for accessing the corresponding app schema. The database user who is allowed to upload data for the new process app, must get assigned the app-specific role, to write in the correct app schema for the process app.

Finishing the app creation

The process app is created and will be displayed in the list of process apps. A progress bar is displayed to indicate the progress of the data ingestion of your process app. Once the app creation has finished, the status will be set to Created and the action buttons will be enabled. See the illustration below.